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Get Wallet Allocation Rule^® Certified

Our Wallet Allocation Rule^® Certification program is the only authorized Wallet Allocation Rule course in the world. It was developed and is taught by the rule's creators and the authors of the New York Times bestseller The Wallet Allocation Rule: Winning the Battle for Share. Most important, it is engaging, informative, and fun — and it provides you with real tools you can use to grow share.

Maximize the ROI of Your CX Program

Getting results from your customer experience program requires much more than collecting data, or even acting on the data you’ve collected. It requires understanding precisely what must be done to grow share. The Wallet Allocation Rule^® is the only easy to use system that is scientifically proven to link to share of wallet. As a result, you can identify what it really takes to gain a greater share of your customers' spending.

Get the certification that has the power to transform your organization’s customer experience program and your career.

Who Should Attend?

This certification is ideal for anyone involved in the design and implementation of customer experience strategies, including:

• CMOs
• Customer experience executives and managers
• Researchers and analysts
• Customer feedback specialists
• Brand managers
• Program Managers

Why Attend?

• Learn how to make metrics like customer satisfaction and Net Promoter Score strongly link to share.
• Identify how much of your customers’ money is going into your competitors’ cash registers—and what you need to do to get it.
• Build Action Plans that truly distinguish your organization in the eyes and spending of your customers.
• Earn recognition and gain expertise by becoming Wallet Allocation Rule® Certified.

This 1.5-day certification program will provide you with the expertise you can use to transform your organization’s customer experience program and your career.

Participants will be given the opportunity to take a timed, open-book examination anytime within one month after the course concludes. Those who receive a qualifying score on the exam are given the Wallet Allocation Rule^® Certified credential. Participants who opt out of the examination receive a certificate of program attendance.

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Insights from the Experts

Our instructors are the premier experts in Wallet Allocation Rule^® development and implementation. They have unrivaled expertise in the creation, integration, and optimization of the Wallet Allocation Rule into an organization's customer experience program. Moreover, they are best-in-class teachers and trainers.

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Program Content

Unit 1: The Wallet Allocation Rule® Framework	Establishing the core principles of the Wallet Allocation Rule® system Understanding why traditional approaches do not lead to growth Moving an organization’s focus from its "score" to its "rank" Identifying the core elements for success
Unit 2: Starting the Wallet Allocation Rule® Journey	Assessing the effectiveness of your current customer feedback program(s) Mapping the key touchpoints customers have with your brand and with competing brands Identifying and aligning management goals related to the customer experience Understanding the customer journey Setting customer experience business objectives
Unit 3: Designing Wallet Allocation Rule® Programs	Creating Wallet Allocation Rule® surveys that provide real insight without burdening customers Avoiding measuring the wrong people, the wrong brands, and the wrong things Aligning relational and transactional metrics Determining right approach for monogamous vs. polygamous industries
Unit 4: Generating Reliable Data	Selecting feedback channels that balance information needs and customer convenience Optimizing recruitment and sampling strategies Maximizing response rates Monitoring and avoiding feedback "gaming"
Unit 5: Identifying the Key Drivers and Barriers to Share of Wallet	Using quantitative data to identify why customers choose the brands that they do Using comment data to provide context to customer experiences Identifying market barriers that cause customers to use a preferred brand less frequently than desired Communicating, presenting and interpreting findings
Unit 6: Driving Organizational Change	Creating a closed-loop process Setting the right performance standards Understanding the financial impact Developing and implementing Action Plans Establishing effective goals and incentives Measuring the effectiveness of improvement efforts
Wrap Up	Questions & Answers
Certification Exam	Open book, timed, online exam is optional. Participants opting out of the exam are given a certificate of attendance to the program. Participants opting to take the exam and demonstrating successful completion are given the Wallet Allocation Rule®-Certified credential. It can be taken any time during the month after the course concludes.

Course Fees

The Certification fee is $2,200 per participant ($1,980 for Fordham University alumni). Program cost includes all academic materials, plus breakfast and lunch.

Cancellation Policy

• If you cancel a month or more before your session begins, your registration fee will be refunded except for the $200 processing fee.
• If you cancel less than a month but more than 15-days before your session begins, you will be refunded 50% of your registration fee.
• No refunds will be issued if your session begins in less than 15 days.
• You can designate an alternate participant at any time without a penalty.

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Upcoming Courses

Coming soon

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